Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gang is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Sewickley, Pennsylvania. Kevin has been in the financial services industry since 1998 and has experience in a variety of areas, including investment advisory, securities brokerage, and investment management. Kevin holds licenses to provide both investment advisory and brokerage services. Kevin has extensive experience working with individuals, corporations, and institutional clients. Kevin holds Series 31, 7, 22, and 6 licenses. Kevin is a registered investment advisor in Pennsylvania and Texas. Kevin is a graduate of a highly-respected and well-known university.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
08/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SEWICKLEY PA)
ME
09/21/2022 - 05/24/2023
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
08/21/2014 - 09/18/2022
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
08/28/2013 - 07/31/2014
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
09/27/2005 - 07/31/2014
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
PA
06/22/1998 - 09/26/2005
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 07/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 03/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2000
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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